Profil
Mr. Kevin Q.
Shi is a Portfolio Manager at New Sheridan Advisors, Inc.
Mr. Shi was previously employed as a Research Analyst by Morgan Stanley Asia Ltd., an Associate by Blackmont Capital Securities, Credit Analyst by Bank of China, and a Research Analyst by Morgan Stanley Dean Witter Asia Ltd.
Mr. Shi received his undergraduate degree from the Beijing University of Technology and an MBA from Simon Fraser University.
Anciens postes connus de Kevin Qi Shi
| Sociétés | Poste | Fin |
|---|---|---|
New Sheridan Advisors LLC
New Sheridan Advisors LLC Investment ManagersFinance New Sheridan Advisors focuses exclusively on actively-managed investment products that target equity investments in developing markets. The firm considers developing countries to include most Asian, Eastern European, African, Middle Eastern and Latin American countries. Portfolios are benchmark-agnostic, concentrated, quality-oriented and alpha-driven. New Sheridan's research process is driven by bottom-up fundamental analysis that seeks to identify growing, but stable, companies trading at attractive valuations relative to anticipated growth in revenue and earnings. The New Sheridan Developing World Fund seeks long term capital appreciation, and under normal market conditions, invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities of developing country issuers. The Fund invests in large-, mid- and small-cap developing country issuers. The EP China Fund seeks long term capital appreciation, typically investing at least 80% of its net assets (including borrowings for investment purposes), in non-US dollar denominated publicly traded stocks of companies of all market-caps that are economically tied to China or its special administrative regions (SARs). The EP Asia Small Companies Fund seeks long-term capital appreciation through investments mainly in the stocks of small-cap companies in China, Hong Kong, India, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand and Vietnam. The fund typically invests at least 80% of its net assets (plus any borrowings for investment purposes), in the stocks of small-cap companies (market-cap less than $3 billion) located in the targeted countries. Companies must have at least 50% of its assets located in a targeted country or countries. Investments include common stock, preferred stock, convertible stock and warrants. The EP Latin America Fund seeks long term capital appreciation, and invests at least 80% of its net assets (including borrowings for investment purposes), in equity securities of Latin American companies of any market-cap. Companies must be organized in Latin America or derive at least 50% of revenues or profits from business activities in Latin America. | Gestionnaire de Portefeuille-Actions | 01/08/2012 |
Morgan Stanley Dean Witter Asia Ltd.
Morgan Stanley Dean Witter Asia Ltd. Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Analyst-Equity | 28/07/2010 |
Blackmont Capital Securities
Blackmont Capital Securities Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 30/09/2008 |
Bank of China (Canada)
Bank of China (Canada) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | 30/04/2006 |
Morgan Stanley Asia Ltd.
Morgan Stanley Asia Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Formation de Kevin Qi Shi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Blackmont Capital Securities
Blackmont Capital Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Simon Fraser University
Simon Fraser University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Dean Witter Asia Ltd.
Morgan Stanley Dean Witter Asia Ltd. Investment Banks/BrokersFinance Security Brokers Dealers And Flotation Companies | Finance |
Bank of China (Canada)
Bank of China (Canada) Major BanksFinance Provides commercial banking services | Finance |
New Sheridan Advisors LLC
New Sheridan Advisors LLC Investment ManagersFinance New Sheridan Advisors focuses exclusively on actively-managed investment products that target equity investments in developing markets. The firm considers developing countries to include most Asian, Eastern European, African, Middle Eastern and Latin American countries. Portfolios are benchmark-agnostic, concentrated, quality-oriented and alpha-driven. New Sheridan's research process is driven by bottom-up fundamental analysis that seeks to identify growing, but stable, companies trading at attractive valuations relative to anticipated growth in revenue and earnings. The New Sheridan Developing World Fund seeks long term capital appreciation, and under normal market conditions, invests at least 80% of its net assets (including borrowings for investment purposes) in equity securities of developing country issuers. The Fund invests in large-, mid- and small-cap developing country issuers. The EP China Fund seeks long term capital appreciation, typically investing at least 80% of its net assets (including borrowings for investment purposes), in non-US dollar denominated publicly traded stocks of companies of all market-caps that are economically tied to China or its special administrative regions (SARs). The EP Asia Small Companies Fund seeks long-term capital appreciation through investments mainly in the stocks of small-cap companies in China, Hong Kong, India, Indonesia, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand and Vietnam. The fund typically invests at least 80% of its net assets (plus any borrowings for investment purposes), in the stocks of small-cap companies (market-cap less than $3 billion) located in the targeted countries. Companies must have at least 50% of its assets located in a targeted country or countries. Investments include common stock, preferred stock, convertible stock and warrants. The EP Latin America Fund seeks long term capital appreciation, and invests at least 80% of its net assets (including borrowings for investment purposes), in equity securities of Latin American companies of any market-cap. Companies must be organized in Latin America or derive at least 50% of revenues or profits from business activities in Latin America. | Finance |
Beijing University of Technology
Beijing University of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Asia Ltd.
Morgan Stanley Asia Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
















